Access Financial Services’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15,735	Closed	-$778K	–	89
2022 Q4	$778K	Sell	15,735 -177	-1%	-$8.75K	0.48%	62
2022 Q3	$756K	Buy	15,912 +277	+2%	+$13.2K	0.49%	61
2022 Q2	$835K	Buy	+15,635	New	+$835K	0.48%	64